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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,911 | $100,805+84.4% | $86,698+114.4% | $134,532+38.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 7.06% | 29.09%-22.0pp | 35.95%-28.9pp | 418.27%-411.2pp |
| Employer contribution / active EE | $2,750 | $3,490-21.2% | $2,837-3.0% | $4,741-42.0% |
| Participant deferral / active EE | $6,547 | $5,339+22.6% | $4,656+40.6% | $6,401+2.3% |
| Admin fee / account holder | $64,719 | $10,925+492.4% | $7,493+763.8% | $11,429+466.3% |